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Side-by-side financial comparison of KFORCE INC (KFRC) and Strategic Education, Inc. (STRA). Click either name above to swap in a different company.
KFORCE INC is the larger business by last-quarter revenue ($330.4M vs $305.9M, roughly 1.1× Strategic Education, Inc.). Strategic Education, Inc. runs the higher net margin — 9.7% vs 2.4%, a 7.3% gap on every dollar of revenue. On growth, KFORCE INC posted the faster year-over-year revenue change (0.1% vs -0.8%). Strategic Education, Inc. produced more free cash flow last quarter ($57.3M vs $-7.4M). Over the past eight quarters, Strategic Education, Inc.'s revenue compounded faster (-1.0% CAGR vs -3.7%).
Kforce Inc. is a professional staffing and solutions firm headquartered in the United States. It provides skilled professional placements and specialized workforce solutions primarily across technology, finance & accounting, and healthcare segments, serving a wide range of mid-sized to large enterprise clients nationwide.
Strategic Education, Inc. (SEI) is an education services holding company and is formerly known as Strayer Education, Inc. The company owns for-profit, online Capella University and Strayer University, as well as non-degree programs schools such as DevMountain, Hackbright Academy, and Sophia Learning.
KFRC vs STRA — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $330.4M | $305.9M |
| Net Profit | $7.9M | $29.7M |
| Gross Margin | 27.3% | — |
| Operating Margin | 3.6% | 13.0% |
| Net Margin | 2.4% | 9.7% |
| Revenue YoY | 0.1% | -0.8% |
| Net Profit YoY | -2.7% | -9.3% |
| EPS (diluted) | $0.46 | $1.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $330.4M | $305.9M | ||
| Q4 25 | $332.0M | $323.2M | ||
| Q3 25 | $332.6M | $319.9M | ||
| Q2 25 | $334.3M | $321.5M | ||
| Q1 25 | $330.0M | $303.6M | ||
| Q4 24 | $343.8M | $311.5M | ||
| Q3 24 | $353.3M | $306.0M | ||
| Q2 24 | $356.3M | $312.3M |
| Q1 26 | $7.9M | $29.7M | ||
| Q4 25 | $5.2M | $37.9M | ||
| Q3 25 | $11.1M | $26.6M | ||
| Q2 25 | $10.4M | $32.3M | ||
| Q1 25 | $8.1M | $29.7M | ||
| Q4 24 | $11.1M | $25.3M | ||
| Q3 24 | $14.2M | $27.7M | ||
| Q2 24 | $14.2M | $29.9M |
| Q1 26 | 27.3% | — | ||
| Q4 25 | 27.2% | — | ||
| Q3 25 | 27.7% | — | ||
| Q2 25 | 27.1% | — | ||
| Q1 25 | 26.7% | — | ||
| Q4 24 | 27.0% | — | ||
| Q3 24 | 27.9% | — | ||
| Q2 24 | 27.8% | — |
| Q1 26 | 3.6% | 13.0% | ||
| Q4 25 | 2.6% | 16.0% | ||
| Q3 25 | 4.5% | 11.6% | ||
| Q2 25 | 4.5% | 14.2% | ||
| Q1 25 | 3.5% | 13.1% | ||
| Q4 24 | 4.5% | 11.6% | ||
| Q3 24 | 5.3% | 11.9% | ||
| Q2 24 | 5.5% | 13.4% |
| Q1 26 | 2.4% | 9.7% | ||
| Q4 25 | 1.6% | 11.7% | ||
| Q3 25 | 3.3% | 8.3% | ||
| Q2 25 | 3.1% | 10.1% | ||
| Q1 25 | 2.5% | 9.8% | ||
| Q4 24 | 3.2% | 8.1% | ||
| Q3 24 | 4.0% | 9.1% | ||
| Q2 24 | 4.0% | 9.6% |
| Q1 26 | $0.46 | $1.24 | ||
| Q4 25 | $0.29 | $1.65 | ||
| Q3 25 | $0.63 | $1.15 | ||
| Q2 25 | $0.59 | $1.37 | ||
| Q1 25 | $0.45 | $1.24 | ||
| Q4 24 | $0.60 | $1.05 | ||
| Q3 24 | $0.75 | $1.15 | ||
| Q2 24 | $0.75 | $1.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3M | $140.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $117.4M | $1.6B |
| Total Assets | $384.8M | $2.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.3M | $140.8M | ||
| Q4 25 | $2.1M | $148.1M | ||
| Q3 25 | $1.3M | $172.6M | ||
| Q2 25 | $2.5M | $164.9M | ||
| Q1 25 | $444.0K | $182.6M | ||
| Q4 24 | $349.0K | $184.0M | ||
| Q3 24 | $127.0K | $222.1M | ||
| Q2 24 | $110.0K | $256.2M |
| Q1 26 | $117.4M | $1.6B | ||
| Q4 25 | $124.6M | $1.6B | ||
| Q3 25 | $132.1M | $1.7B | ||
| Q2 25 | $134.4M | $1.7B | ||
| Q1 25 | $138.0M | $1.6B | ||
| Q4 24 | $154.6M | $1.7B | ||
| Q3 24 | $167.4M | $1.7B | ||
| Q2 24 | $166.6M | $1.7B |
| Q1 26 | $384.8M | $2.0B | ||
| Q4 25 | $365.6M | $2.0B | ||
| Q3 25 | $374.2M | $2.1B | ||
| Q2 25 | $373.6M | $2.1B | ||
| Q1 25 | $368.2M | $2.1B | ||
| Q4 24 | $357.8M | $2.0B | ||
| Q3 24 | $369.9M | $2.2B | ||
| Q2 24 | $362.7M | $2.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | — | $67.7M |
| Free Cash FlowOCF − Capex | $-7.4M | $57.3M |
| FCF MarginFCF / Revenue | -2.2% | 18.7% |
| Capex IntensityCapex / Revenue | 1.0% | — |
| Cash ConversionOCF / Net Profit | — | 2.27× |
| TTM Free Cash FlowTrailing 4 quarters | $43.3M | $153.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $67.7M | ||
| Q4 25 | $19.7M | $39.2M | ||
| Q3 25 | $23.3M | $60.1M | ||
| Q2 25 | $18.4M | $31.2M | ||
| Q1 25 | $249.0K | $67.7M | ||
| Q4 24 | $21.8M | $15.9M | ||
| Q3 24 | $31.0M | $51.5M | ||
| Q2 24 | $20.9M | $24.3M |
| Q1 26 | $-7.4M | $57.3M | ||
| Q4 25 | $16.7M | $27.0M | ||
| Q3 25 | $19.8M | $49.3M | ||
| Q2 25 | $14.2M | $20.4M | ||
| Q1 25 | $-3.9M | $57.3M | ||
| Q4 24 | $20.9M | $4.7M | ||
| Q3 24 | $27.5M | $42.1M | ||
| Q2 24 | $17.8M | $13.6M |
| Q1 26 | -2.2% | 18.7% | ||
| Q4 25 | 5.0% | 8.3% | ||
| Q3 25 | 6.0% | 15.4% | ||
| Q2 25 | 4.3% | 6.3% | ||
| Q1 25 | -1.2% | 18.9% | ||
| Q4 24 | 6.1% | 1.5% | ||
| Q3 24 | 7.8% | 13.8% | ||
| Q2 24 | 5.0% | 4.3% |
| Q1 26 | 1.0% | — | ||
| Q4 25 | 0.9% | 3.8% | ||
| Q3 25 | 1.1% | 3.4% | ||
| Q2 25 | 1.2% | 3.4% | ||
| Q1 25 | 1.3% | 3.4% | ||
| Q4 24 | 0.3% | 3.6% | ||
| Q3 24 | 1.0% | 3.1% | ||
| Q2 24 | 0.9% | 3.4% |
| Q1 26 | — | 2.27× | ||
| Q4 25 | 3.82× | 1.03× | ||
| Q3 25 | 2.11× | 2.26× | ||
| Q2 25 | 1.76× | 0.97× | ||
| Q1 25 | 0.03× | 2.27× | ||
| Q4 24 | 1.97× | 0.63× | ||
| Q3 24 | 2.18× | 1.86× | ||
| Q2 24 | 1.48× | 0.81× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KFRC
Segment breakdown not available.
STRA
| U.S. Higher Education | $221.0M | 72% |
| Australia/New Zealand | $48.3M | 16% |
| Education Technology Services | $34.3M | 11% |